ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,836 | -3.6% | 113 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $12,272 | +8.5% | 113 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $11,307 | +7.5% | 113 | 0.0% | 0.01% | +12.5% |
| Q4 2022 | $10,522 | +5.2% | 113 | +0.9% | 0.01% | -11.1% |
| Q3 2022 | $10,000 | 0.0% | 112 | 0.0% | 0.01% | +12.5% |
| Q2 2022 | $10,000 | -16.7% | 112 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 111 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 111 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $12,000 | 0.0% | 111 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 110 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 110 | +100.0% | 0.01% | +12.5% |
| Q3 2020 | $9,000 | +12.5% | 55 | +1.9% | 0.01% | -11.1% |
| Q2 2020 | $8,000 | +33.3% | 54 | 0.0% | 0.01% | +28.6% |
| Q1 2020 | $6,000 | -25.0% | 54 | +1.9% | 0.01% | -22.2% |
| Q4 2019 | $8,000 | – | 53 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |